Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,844 | $74,661+36.4% | $160,784-36.7% | $67,986+49.8% |
| Participation rate | 73.7% | 57.1%+16.6pp | 77.0%-3.3pp | 57.2%+16.5pp |
| Annual return | 14.31% | 28.83%-14.5pp | 1803.92%-1789.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,643 | $1,829-10.2% | $3,733-56.0% | $2,019-18.6% |
| Participant deferral / active EE | $2,483 | $3,681-32.5% | $6,293-60.5% | $3,358-26.1% |
| Admin fee / account holder | $9,164 | $3,959+131.5% | $9,717-5.7% | $3,203+186.1% |